Kerkering Barberio

Name

Kerkering Barberio

Legal name

Kerkering, Barberio & Co., Certified Public Accountants

Website

https://kbgrp.com

Company type

Private

Founded year

1972

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Sarasota

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services - Tax, Audit and Accounting: Revenue generated from providing professional accounting, tax preparation and consulting, audit and assurance, and specialized advisory services to individuals, businesses, and organizations.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Kerkering, Barberio & Co. is a full-service CPA firm providing tax planning, consulting, and preparation, audit and assurance, outsourced accounting and bookkeeping, and specialized advisory services for individuals, families, businesses, nonprofits, and niche verticals including professional athletes, healthcare providers, construction firms, law firms, and real estate entities. The firm delivers these services through three Florida offices (Sarasota, Lakewood Ranch, Tampa) with personalized consulting supported by secure client portals for document exchange and online payments.

Product overview

Kerkering, Barberio & Co. is a full-service CPA firm offering a portfolio of professional accounting, tax, and advisory services. The firm's core offerings include individual and business tax preparation and consulting, audit and assurance, and outsourced accounting/bookkeeping. These are supplemented by specialized services for niche markets including professional athletes, healthcare providers (KB Healthcare Consultants), construction companies, law firms, nonprofits, real estate entities, and international clients. Advisory services cover estate and trust planning, succession/exit planning, forensic accounting and litigation support, and state and local tax matters. The firm operates from three Florida offices (Sarasota, Lakewood Ranch, Tampa) and leverages third-party platforms including SafeSend for tax return delivery, ShareFile for secure document exchange, and e-Bill Express for online payments.

Differentiator

Problem solved

Functional benefit

Brands

• KB Healthcare Consultants: Specialized healthcare accounting and consulting services for physician and medical practices
• KB Outsourced Accounting

Products and services

• Individual and Business Tax Preparation and Consulting Tax planning, consulting, and preparation services for individuals, families, and businesses, covering year-round compliance and liability reduction.
• Audit and Assurance Independent financial statement verification and internal control assessments.
• Outsourced Accounting Complete bookkeeping and financial reporting services ranging from day-to-day accounting to CFO-level advisory for businesses, nonprofits, and family offices.
• Professional Athletes Accounting Multi-state tax filing, duty-day tracking, and business structuring services for professional athletes and coaches.
• Non-Profit Accounting Grant management, compliance reporting, and tax-exempt status guidance for nonprofit organizations.
• Construction Accounting Job costing, progress billing, and industry-specific tax strategy and bookkeeping services for contractors and developers.
• Healthcare Accounting and Consulting (KB Healthcare Consultants) Revenue cycle management and regulatory compliance services for medical practices, including accounting services for physician and medical practices.
• AHCA Services Specialized accounting and consulting services related to the Agency for Health Care Administration (AHCA) compliance.
• Law Firm Accounting and Tax Services Law firm bookkeeping, trust accounting compliance (IOLTA), tax planning for all entity structures, and partner compensation strategies.
• Estate and Trust Services Wealth transfer planning and estate administration services.
• International Tax Services Cross-border tax compliance, transfer pricing solutions, and services for non-resident aliens, U.S. citizens, and expats.
• Real Estate Accounting Services Property management accounting and real estate investment analysis.
• State and Local Tax (SALT) Multi-state taxation compliance and planning services, including nexus studies and state tax notices.
• Succession Planning and Exit Planning Business succession and exit planning services to help owners transition their businesses.
• Forensic Accounting and Litigation Support Financial investigation and expert witness services for legal disputes, including business damages, business valuation, fraud investigation, divorce engagements, and personal injury claims, supported by accredited Business Valuation experts, Certified Fraud Examiners, and Certified Divorce Financial Analysts.

Named customers5 records

Segments8 records

Ideal customer profiles16 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

One partnership is on record.

• Leading Edge AlliancecoreStrategic or Co-development PartnerInternational association of independent accounting firms providing KB with global reach and resources. Enables the firm to serve clients with international needs and provides access to industry best practices and expertise from firms worldwide.

Scale indicators5 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• RSM US: Top-5 global accounting firm focused on the middle market. Competes with KB for higher-end mid-market clients but at significantly larger scale and broader service portfolio.
• BDO USA: Top-5 global accounting network with substantial U.S. mid-market practice. Competes with KB for larger clients and provides broader international capability.

Direct peers

• Eide Bailly: Top-25 U.S. accounting firm with regional partnership model and multi-state presence. Offers comparable tax, audit, and advisory services to mid-market clients.
• Withum: Top-30 national CPA firm with strong specialty practices. Comparable in size, multi-vertical approach, and emphasis on advisory beyond traditional compliance.
• Plante Moran: Large U.S. CPA and advisory firm with industry-specialized practices and a partnership culture similar to KB. Comparable mid-market focus and breadth of services.
• FORVIS: Top-10 U.S. CPA firm formed from BKD and Dixon Hughes Goodman merger, providing audit, tax, and advisory services to mid-market clients across multiple verticals—directly comparable scale and service mix.
• Cherry Bekaert: Top-30 national CPA and advisory firm with similar mid-market focus, multi-vertical specialization, and comparable advisory and tax services. Operates a regional partnership model similar to KB.
• Carr, Riggs & Ingram: Top-25 U.S. accounting firm with strong Southeast presence including Florida offices. Offers comparable tax, audit, advisory, and industry-specific services to mid-market clients.

Regional players

• Kaufman Rossin: Major Florida-based CPA and advisory firm headquartered in Miami. Direct Florida peer competing in the same state market with overlapping service lines including tax, audit, and advisory.
• Thomas Howell Ferguson: Florida-based regional CPA firm with comparable service offerings and similar mid-market focus. Provides direct competitive overlap in the Florida market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/1308843
• Xx.com/kerkeringb
• Facebookfacebook.com/kbgrp

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kerkering Barberio